Order Processing via CSV Upload

Objective

This increases the performance and productivity of order processing for backend Sellers. It allows the Seller to upload the required information and move the order from “Pending” to “Ready to ship,” from “Ready to ship” to “Shipped,” and from “Shipped” to “Delivered.”

  • Delivery type must be one of the following: “Dropship,” “Pickup,” or “Send to Warehouse.”
  • Delivery type is not case sensitive.

 

  • Shipping provider is mandatory only for delivery type “Drop shipping” and “Send to Warehouse.”
  • Shipping provider will pass as valid only if the Seller settings allow this provider.
  • If the order has a predefined shipping provider and the configuration does not allow the shipping provider decided by OMS to be changed, the shipping provider cannot be replaced.
  • If the order has payment method set to “Cash on delivery,” the shipping provider will pass as valid only if it allows this payment method.

 

  • Tracking code is mandatory only for delivery type “Drop shipping” and “Send to Warehouse” (Unless API integration is active).
  • Tracking code must follow the tracking code validation regex setup of the provider (if this is set).

Usage

Step Description Image (e.g., “Pending” to “Ready to ship”)
1
  • Go to Order Overview.
  • Click on “Bulk Order Update”
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2

Download a template for targeted order step and

become familiar with the information to be set up in the CSV.

order_import

 
3 Set up the correct tracking code. Screen Shot 2015-07-06 at 10.20.43
 4

Export all order items that you would like to move to the next step.

 

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5 Import the file.

 

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6 One order has been successfully moved.

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Screen Shot 2015-07-06 at 10.30.30

 

Order Import Based on Order Item IDs

In order to move an order to the next step, please download a template for the targeted order status. The user needs to enter the order item ID for every order item in the order. To process multiple order items of the same order, all order item IDs need to be entered (separated by commas) into the template.

Order Import Based on Order Numbers

In addition to the import template for order item IDs, there is also the option to upload files that contain the order number. That way, it is easier for the backend Seller to select the orders they want to move without getting the corresponding order item ID for each item. When the order number is used, all order items of that order are assembled as one package and moved to the next step of the order process.

Critical KnowledgeIf you want to enable bulk order processing for setting orders to “Shipped” and “Delivered,” please raise a TMLSD ticket. Parameters that need to be enabled are order/bulk_status_to_shipped/enabled, order/bulk_status_to_delivered/enabled and  order/import/by_order_number_enabled.